Kimberly Custer, financial advisor Zionsville IN
93 score

Kimberly Custer

CRD Number: 3070629
Current Firm: Canterbury Investment Management, LLC

Kimberly Custer (CRD# 3070629) is an Investment Advisor Representative working at Canterbury Investment Management, LLC in Zionsville, IN and has over 15 years of experience in the finance industry.

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Canterbury Investment Management, LLC
Company Name Location Dates Years
Canterbury Investment Management Zionsville, IN Apr 2003 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2014
S63 Uniform Securities State Law Examination Apr 2001
Contact Info for Kimberly J. Custer
Phone Number: 317-732-2075
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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